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Oct 2, 2012
10/12
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how is samsung going to compete? they are going to compete on price price. >> one of the other points is it is not a big enough difference. i am still on the iphone 4. now i am upgrading to the iphone 5. it is not a big enough difference. there is a bunch of issues. >> the financial question and that is how much of a discount to valuation would apple have to suffer if this were the case? if the iphone 5 margins are 55% right now that is what jeffreys is estimating according to their tear down, how much can they sacrifice in terms of the subsidy and make money and be valued? that is the question for investors. >> actually a better question or a very good question equal to that is if the subsidies were to end would the sunsumers pay the premium. people who love apple products would. on the margin people can get other types of phones that are considered pretty good phones and maybe not in the ecosystem. maybe they don't care about the ecosystem. maybe they realize i use my google mail and apple phone and use it all and
how is samsung going to compete? they are going to compete on price price. >> one of the other points is it is not a big enough difference. i am still on the iphone 4. now i am upgrading to the iphone 5. it is not a big enough difference. there is a bunch of issues. >> the financial question and that is how much of a discount to valuation would apple have to suffer if this were the case? if the iphone 5 margins are 55% right now that is what jeffreys is estimating according to their...
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Sep 27, 2012
09/12
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but there is a risk, he believes, that those people do actually go to a samsung product. >> i suppose there is a risk for sure, but i think that, i mean, this stock will probably a number of times before we see that december quarter it will get excited on that same news. >> there are people walking around with cracked screens who will wait for the iphone 5 on the store. >> there are people walking around with crack who will wait for the iphone. >> what a trade. >> there are people who will literally wait with a broken product. i this i that's a minor risk in the story of apple. >> we have to talk about nike. another big mover. cnbc jackie deangeles is monitoring the shares after they reported a 12% drop in profits. >> you're absolutely right. it was a drop in profits but the numbers actually looked better than expectations. the eps was higher, the revenues were higher. the numbers were lower year on year. 136 for the eps this quarter versus 123. meantime, the company saying that demand in charkts like china was slowing. higher cost of materials used in things like shoes, t-shirts, tha
but there is a risk, he believes, that those people do actually go to a samsung product. >> i suppose there is a risk for sure, but i think that, i mean, this stock will probably a number of times before we see that december quarter it will get excited on that same news. >> there are people walking around with cracked screens who will wait for the iphone 5 on the store. >> there are people walking around with crack who will wait for the iphone. >> what a trade. >>...
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Sep 26, 2012
09/12
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system works relative to what i already have, i'll go buy a smartphone or tablet from amazon or apple or samsung instead and that will work just fine. that's something microsoft hasn't had to deal with in a very, very long time. >> let's drill down a little bit. what does that mean for the dells and the hewlett-packards of the world? are pcs going the way of the vcr and the eight-track? >> you're on the right track. in the '70s, you had mainframes and ibm was king of the hill. i worked at digital equipment corporation in the '80s where they said having computers the side of a building wasn't a right idea. digital equipment corporation took over. and then in the 1990s, you had these companies saying, maybe melissa lee wants a pc on her desk. and then you had companies like dell and hewlett-packard and compaq come up. now you're in the point where -- i just went to europe. i brought my tablet and my smartphone and that was good enough. you're seeing a transition to another event dominated by tablets and smartphones. and companies like dell and hp don't have good offerings in that territory. and mi
system works relative to what i already have, i'll go buy a smartphone or tablet from amazon or apple or samsung instead and that will work just fine. that's something microsoft hasn't had to deal with in a very, very long time. >> let's drill down a little bit. what does that mean for the dells and the hewlett-packards of the world? are pcs going the way of the vcr and the eight-track? >> you're on the right track. in the '70s, you had mainframes and ibm was king of the hill. i...
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49
Oct 3, 2012
10/12
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i think they're forced in to it because they're actually competing against the samsung galaxy note at this point. they're forced into that. so if i were a buyer, i would either buy google or i'd be a buyer of amazon and i would wait to see what happens with apple. i think it can go $50 or $60 lower before you see the run back up. >> brian kelly, the trade of late has been impressive, a dramatic rise. it's outperformed apple. you can see that on the chart. it tells a really good story. are you buying the story? >> certainly if you're buying the stock here, you've missed a good portion of the run. >> if you buy apple here, you've missed the run, too. >> we have something to shoot against. apple you have something to shoot against. you have the 650 level which it seems to be holding against that. you can buy apple here. and we just heard that there is a product cycle here. we have the ipad mini. we potentially have the apple tv coming in next quarter or the next year. and to me i'm not that worried about the margins. it's kind of like a king cut prime rib which bk likes to order and a qu
i think they're forced in to it because they're actually competing against the samsung galaxy note at this point. they're forced into that. so if i were a buyer, i would either buy google or i'd be a buyer of amazon and i would wait to see what happens with apple. i think it can go $50 or $60 lower before you see the run back up. >> brian kelly, the trade of late has been impressive, a dramatic rise. it's outperformed apple. you can see that on the chart. it tells a really good story. are...